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Asset Planning,Inc: SBUX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Asset Planning,Inc on SBUX, newest first. How the timeline and the estimate are built.

Asset Planning,Inc held 15,038 SBUX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,038 shares
    Change vs previous 13F -90 shares

    1% of the 13F portfolio, value $1,536,777.

    13F-HR 0002048547-26-000003 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 15,128 shares
    Change vs previous 13F -140 shares

    0.96% of the 13F portfolio, value $1,355,305.

    13F-HR 0002048547-26-000002 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 15,268 shares
    Change vs previous 13F +20 shares

    0.9% of the 13F portfolio, value $1,285,750.

    13F-HR 0002048547-26-000001 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 15,248 shares
    Change vs previous 13F -580 shares

    0.93% of the 13F portfolio, value $1,289,960.

    13F-HR 0002048547-25-000007 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 15,828 shares
    Change vs previous 13F +21 shares

    1.09% of the 13F portfolio, value $1,450,300.

    13F-HR 0002048547-25-000003 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 15,807 shares
    Change vs previous 13F -160 shares

    1.22% of the 13F portfolio, value $1,550,511.

    13F-HR 0002048547-25-000002 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 15,967 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $1,456,984.

    13F-HR 0002048547-25-000001 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).